Vice President – Institutional Platform Performance Manager

Strategic Financial Management is the main entry point for Americas Business Lines and Functions for all Finance-related issues.The Finance Client Service Team (CST) works closely with all teams within Finance & Tax to assist in the seamless coordination and execution of tasks on behalf of their clients, with the aim of maintaining a consistent level of deliverable quality / timeliness and responsiveness to the client. Members of the Finance CST build extensive knowledge of the Business operations and maintain expertise in the area of Key Performance Indicators (KPIs) and Finance operational setup, procedures and responsibilities.

The Institutional Platform CST directly supports the senior management and Business Managers of the Global Markets, Securities Services (BP2S) and ALM Treasury business lines.

Responsibilities:

Performance Management Reporting

Analyze key financials including revenues, headcount, expenses, allocation keys with a focus on meaningful analytics that the Business can rely on for strategic decisions. Analysis and comments includes variance analysis vs. budgets / internal targets, highlighting trends, and following up on questions and/or concerns.

Provide commentary on P&L evolution to Finance Management and Finance support teams who use it to understand key business drivers when analyzing financial statements and regulatory reporting. This includes validating figures and providing business line commentary for the monthly Finance Flash and ExCo reports

Ensure complete and adequate controls on Management reporting production process and related documentation (define controls required on internal management reporting so that issues are detected, analyzed, resolved with both corrective and preventive actions defined

Budgeting and Forecasting

Coordinate development of budgets and forecasts with internal clients, including revenues, expenses, allocation keys, headcount and RWA. This includes consolidating business unit submissions, analyzing figures and trends, resolving differences, and preparing Senior Management presentations.

Business Partnering

Maintain an active dialogue with the business in liaison with other Finance teams on instructions, methodologies and analysis of actuals and budget.

Reply to questions from Business Management, Finance Management, Finance Production, Head Office Performance Management, etc. with accurate and timely responses.

Investigate profitability and expense issues discovered during analysis or communicated by business management and propose and implement solutions.

Prepare ad hoc analytical reports and other presentations to aid Finance and Business senior management in decision making.

Projects & Other

Proactively seek ways to improve processes, control procedures, and workflow organization to increase the team’s efficiency and effectiveness. This includes engagement with the Montreal FSS Performance Management team for report production.

Work closely with the Finance project team in supporting projects with a Finance component impacting the Institutional Platform.

Ensure on-time quality delivery of projects and activities assigned.

Ensure backup coverage with other team members.

Minimum required qualifications

Self-starter and team player, able to work independently and collaboratively in a deadline-focused environment.

Degree in Finance, Business, Accounting, Economics or Math from a reputable college / university.

5-7 years of experience in a Finance department, preferably within a global financial services company.